Portfolio Holdings & Fund Performance - Redwood Wealth Management Group LLC

List of top 200 securities held by Redwood Wealth Management Group LLC:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Quarter: 2025Q1
Report Date Time: 2025-04-21 12:37:47
Total Holdings: 157
Assets Under Management (AUM) :
$196,599,008 ($196.6M)
Reporting Manager: Samuel Bridgers, III
Address:

400 STOKES RD
PO BOX 1057
MEDFORD, NJ 08055

Since : total money flow = , gains and losses =

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